Company profile
Employees
Location
Fiscal year end
Former names
THOMPSON PLUMB FUNDS INC, THOMPSON UNGER & PLUMB FUNDS INC
SEC CIK
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
9 Feb 24
N-CSR
Certified annual shareholder report (management investment company)
1 Feb 24
N-PX
Annual report of proxy voting record
25 Aug 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
27 Jul 23
N-CEN
Annual report (registered investment company)
13 Feb 23
N-CSR
Certified annual shareholder report (management investment company)
3 Feb 23
DEF 14A
Definitive proxy
27 Dec 22
N-PX
Annual report of proxy voting record
26 Aug 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
28 Jul 22
N-CEN
Annual report (registered investment company)
14 Feb 22
Latest ownership filings
NPORT-P
Thompson LargeCap Fund (Nov 2023 report)
24 Jan 24
NPORT-P
Thompson Bond Fund (Nov 2023 report)
24 Jan 24
NPORT-P
Thompson MidCap Fund (Nov 2023 report)
24 Jan 24
NPORT-P
Thompson LargeCap Fund (Aug 2023 report)
13 Oct 23
NPORT-P
Thompson MidCap Fund (Aug 2023 report)
13 Oct 23
NPORT-P
Thompson Bond Fund (Aug 2023 report)
13 Oct 23
NPORT-P
Thompson LargeCap Fund (May 2023 report)
25 Jul 23
NPORT-P
Thompson Bond Fund (May 2023 report)
25 Jul 23
NPORT-P
Thompson MidCap Fund (May 2023 report)
25 Jul 23
NPORT-P
Thompson Bond Fund (Feb 2023 report)
26 Apr 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Thompson Bond Fund | thopx | 1.04 | 1.30 bn | 304 | Aug 2023 | ||
Thompson LargeCap Fund | thpgx | 7.15 | 4.42 | -5.05 | 164.42 mm | 73 | Aug 2023 |
Thompson MidCap Fund | thpmx | 10.07 | 5.20 | -5.92 | 54.09 mm | 87 | Aug 2023 |